Group 1 - Inspired Entertainment reported a quarterly loss of $0.19 per share, significantly worse than the Zacks Consensus Estimate of a loss of $0.02, marking an earnings surprise of -850.00% [1] - The company posted revenues of $80.3 million for the quarter ended June 2025, exceeding the Zacks Consensus Estimate by 6.88% and showing an increase from $75.6 million year-over-year [2] - The stock has underperformed the market, losing about 2.5% since the beginning of the year compared to the S&P 500's gain of 7.1% [3] Group 2 - The current consensus EPS estimate for the upcoming quarter is $0.32 on revenues of $84.52 million, and for the current fiscal year, it is $0.65 on revenues of $300.62 million [7] - The Zacks Industry Rank places Technology Services in the top 41% of over 250 Zacks industries, indicating a favorable outlook compared to the bottom 50% [8]

Parsons (PSN) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.74 per share. This compares to earnings of $0.84 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +5.41%. A quarter ago, it was expected that this software and infrastructure services provider would post earnings of $0.74 per share when it actually produced earnings of $0.78, delivering a surprise of +5.41%.Over the las ...

Industry Overview - The Technology Services industry ranks within the top 40% of Zacks Ranked Industries and is expected to outperform the market over the next three to six months [1][8] - The industry is mature with strong demand for services, leading to significant growth in the first half of 2025, which is likely to continue in the second half [1][3] Market Trends - The global shift toward digitization is creating opportunities in markets such as 5G, blockchain, and artificial intelligence (AI) [3] - Companies are rapidly adopting generative AI, machine learning (ML), and data science to gain competitive advantages [3][4] - There is robust demand for multi-cloud-enabled software solutions as businesses transition from legacy platforms to modern cloud-based infrastructure [3] Company Highlights Coherent Corp. (COHR) - Coherent is positioned in the industrial, communications, electronics, and instrumentation markets, offering diversified applications [7] - Expected revenue and earnings growth rates for the current year are 11.5% and 29.3%, respectively, with a 4.1% improvement in the Zacks Consensus Estimate for current-year earnings over the last 30 days [9] Vimeo Inc. (VMEO) - Vimeo provides cloud-based video software solutions, including video hosting, management, and analytics [10][11] - Expected revenue and earnings growth rates for the next year are 6.2% and over 100%, respectively, with no change in the Zacks Consensus Estimate for next-year earnings over the last 60 days [12] Skillsoft Corp. (SKIL) - Skillsoft offers personalized learning experiences and operates in two segments: Talent Development Solutions and Global Knowledge [13][14] - Expected revenue and earnings growth rates for the current year are 1.2% and -157%, respectively, with a 54.8% improvement in the Zacks Consensus Estimate for current-year earnings over the last 60 days [15] Vontier Corp. (VNT) - Vontier focuses on transportation and mobility solutions, operating through three segments: Mobility Technologies, Repair Solutions, and Environmental and Fueling Solutions [16] - Expected revenue and earnings growth rates for the current year are 0.1% and 9%, respectively, with a 2.9% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [17] SPX Technologies Inc. (SPXC) - SPX Technologies is a diversified supplier in the HVAC and detection and measurement markets, operating in two segments [18] - Expected revenue and earnings growth rates for the current year are 12.7% and 17%, respectively, with a 3.2% improvement in the Zacks Consensus Estimate for current-year earnings over the last seven days [19]

Q2'25 Financial Performance - Trimble's Q2'25 as-adjusted revenue reached $876 million, reflecting a 9% organic growth compared to Q2'24[17] - The company's ARR (Annual Recurring Revenue) stood at $2,210 million, demonstrating a 14% organic increase year-over-year[13, 17] - Non-GAAP Gross Margin improved to 706%, a 210 bps increase from 685% in Q2'24[17] - Non-GAAP Operating Income Margin also saw a 210 bps rise, reaching 254% compared to 233% in the previous year[17] - Adjusted EBITDA Margin expanded by 170 bps to 274% from 257% in Q2'24[17] Segment Performance - AECO (Architects, Engineers, Construction, Owners) segment revenue was $350 million, with a 16% organic growth[23] and ARR of $1,360 million, also up by 16% organically[23] - Field Systems segment revenue reached $393 million, showing a 3% organic increase[26], and ARR grew by 17% organically to $358 million[26] - Transportation & Logistics (T&L) segment revenue was $133 million, reflecting an 8% organic growth[30], with ARR at $492 million, also up by 8% organically[30] FY'25 Outlook - The company updated its FY'25 revenue guidance to $346 to $354 billion, an increase of $100 million at the midpoint[34] - Organic revenue growth for FY'25 is projected to be between 6% and 9%[34]

Core Insights - Trimble Inc. reported record annualized recurring revenue of $2.21 billion for Q2 2025, exceeding expectations on both revenue and earnings, indicating strong business momentum and validation of its Connect & Scale strategy [2][9] - The company raised its full-year 2025 revenue guidance to a range of $3,480 million to $3,560 million, reflecting positive performance in the first half of the year [3][9] Financial Performance - Q2 2025 revenue was $875.7 million, a 1% increase year-over-year and an 8% increase on an organic basis [9] - GAAP operating income for Q2 2025 was $127.8 million, representing 14.6% of revenue, while non-GAAP operating income was $222.6 million, or 25.4% of revenue [9] - GAAP net income was $89.2 million, with diluted earnings per share (EPS) of $0.37; non-GAAP net income was $169.4 million, with non-GAAP diluted EPS of $0.71 [9] Guidance and Expectations - For Q3 2025, Trimble expects revenue between $850 million and $890 million, with GAAP EPS projected at $0.34 to $0.43 and non-GAAP EPS at $0.67 to $0.75 [4] - The full-year 2025 guidance assumes a tax rate of 21.0% for GAAP and 17.4% for non-GAAP, with approximately 242 million shares outstanding [3][4] Segment Performance - The company reported segment revenues of $350.3 million for AECO, $392.7 million for Field Systems, and $132.7 million for T&L in Q2 2025 [15] - Operating income percentages for segments were 30.4% for AECO, 30.8% for Field Systems, and 21.6% for T&L [15] Cash Flow and Capital Management - Trimble generated $102.1 million in net cash from operating activities in the first half of 2025, with free cash flow of $89.6 million [14][28] - The company repurchased $50 million of its common stock in Q2 2025, totaling $677.4 million year-to-date [9]

Zeta Global Holdings (ZETA) came out with quarterly earnings of $0.14 per share, in line with the Zacks Consensus Estimate . This compares to earnings of $0.13 per share a year ago. These figures are adjusted for non-recurring items. A quarter ago, it was expected that this cloud-based marketing technology company would post earnings of $0.12 per share when it actually produced earnings of $0.07, delivering a surprise of -41.67%. Over the last four quarters, the company has not been able to surpass consensu ...

Financial Performance - Cricut, Inc. reported quarterly earnings of $0.11 per share, exceeding the Zacks Consensus Estimate of $0.06 per share, and up from $0.09 per share a year ago, representing an earnings surprise of +83.33% [1] - The company posted revenues of $172.11 million for the quarter ended June 2025, surpassing the Zacks Consensus Estimate by 9.23%, compared to year-ago revenues of $167.95 million [2] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $0.04 on revenues of $164.37 million, and for the current fiscal year, it is $0.22 on revenues of $689.53 million [7] - The estimate revisions trend for Cricut was mixed ahead of the earnings release, resulting in a Zacks Rank 3 (Hold) for the stock, indicating expected performance in line with the market [6] Industry Context - The Technology Services industry, to which Cricut belongs, is currently in the top 41% of over 250 Zacks industries, suggesting that stocks in the top 50% outperform those in the bottom 50% by more than 2 to 1 [8] - Viant Technology, another company in the same industry, is expected to report quarterly earnings of $0.10 per share, reflecting a year-over-year change of +25%, with revenues anticipated to be $77.8 million, up 87.2% from the previous year [9][10]

Adeia (ADEA) came out with quarterly earnings of $0.25 per share, beating the Zacks Consensus Estimate of $0.24 per share. This compares to earnings of $0.28 per share a year ago. These figures are adjusted for non- recurring items. This quarterly report represents an earnings surprise of +4.17%. A quarter ago, it was expected that this provider of chip technology for small electronic devices would post earnings of $0.26 per share when it actually produced earnings of $0.26, delivering no surprise. Over the ...

Core Insights - ICF has launched ICF Fathom™, a suite of tailored AI solutions for federal agencies aimed at accelerating results and improving efficiency [1][2] - The solution integrates seamlessly into existing systems and is designed to support a wide range of functions, enhancing productivity and decision-making [2][3] - ICF Fathom operates on an open, modular architecture, allowing agencies to adapt and scale at their own pace, ensuring immediate ROI [3][4] Company Overview - ICF is a leading global solutions and technology provider with approximately 9,000 employees, specializing in digital modernization and transformational solutions [6] - The company combines advanced analytics, industry expertise, and enterprise technologies to create agile solutions that meet dynamic end-user requirements [4][6] - ICF has a long history of working with public and private sector clients to navigate change and address complex challenges since its establishment in 1969 [6]

Core Viewpoint - The market anticipates Bitfarms Ltd. (BITF) will report a year-over-year increase in earnings driven by higher revenues when it releases its results for the quarter ended June 2025 [1] Financial Expectations - The upcoming earnings report is expected to show a quarterly loss of $0.01 per share, reflecting an 85.7% year-over-year improvement [3] - Revenues are projected to reach $81.67 million, representing a 96.6% increase from the same quarter last year [3] Estimate Revisions - The consensus EPS estimate has been revised 40% higher in the last 30 days, indicating a positive reassessment by analysts [4] - The Most Accurate Estimate for Bitfarms is higher than the Zacks Consensus Estimate, resulting in an Earnings ESP of +25.00% [12] Earnings Surprise Prediction - A positive Earnings ESP reading suggests a strong likelihood of an earnings beat, especially when combined with a Zacks Rank of 2 (Buy) [10][12] - Bitfarms has a history of beating consensus EPS estimates, having surpassed expectations in three out of the last four quarters [14] Industry Context - Jamf Holding (JAMF), another player in the Zacks Technology Services industry, is expected to report earnings per share of $0.17 for the same quarter, indicating a year-over-year change of +21.4% [18] - Jamf's revenues are anticipated to be $168.63 million, up 10.2% from the previous year [18]